Thursday, March 6, 2014

Noted shortseller Tilson now says Sodastream, SODA at 41 and change isn't a fad, comparing its potential to a NFLX or GGP since people love the product (a soda for your cocktail to go with your movies and malls).

(CNN) -- Massachusetts' highest court ruled Wednesday that it is not illegal to secretly photograph underneath a person's clothing -- a practice known as "upskirting" -- prompting one prosecutor to call for a revision of state law.

The high court ruled that the practice did not violate the law because the women who were photographed while riding Boston public transportation were not nude or partially nude.

"A female passenger on a MBTA trolley who is wearing a skirt, dress, or the like covering these parts of her body is not a person who is 'partially nude,' no matter what is or is not underneath the skirt by way of underwear or other clothing," wrote Justice Margot Botsford of the state Supreme Judicial Court.

Upskirts are legal which means down markets will be banned next! Or allowing the taxpayer to see if there's any gold! You can't touch that!

About Bavituximab: A Targeted ImmunotherapyBavituximab is a first-in-class phosphatidylserine (PS)-targeting monoclonal antibody that represents a new approach to treating cancer. PS is a highly immunosuppressive molecule usually located inside the membrane of healthy cells, but "flips" and becomes exposed on the outside of cells that line tumor blood vessels, creating a specific target for anti-cancer treatments. PS-targeting antibodies target and bind to PS and block this immunosuppressive signal, thereby enabling the immune system to recognize and fight the tumor. These data detailing the immune-stimulatory mechanism of action of PS-targeting antibodies, such as the company's lead drug candidate bavituximab, are the subject of a manuscript published in the October 2013 issue of the American Association for Cancer Research (AACR) peer-reviewed journal, Cancer Immunology Research. Bavituximab is currently being evaluated in several solid tumor indications, including non-small cell lung cancer, breast cancer, liver cancer and rectal cancer with a trial in advanced melanoma anticipated to initiate in the near future.

By Ben Levisohn

Tesla Motors (TSLA) inexorable rise continues today, thanks to an expansion in Europe and some positive comments from Morgan Stanley. But the real beneficiaries have beenbatteryfuel-cell makers like FuelCell Energy (FCEL), Plug Power (PLUG) and Ballard Power Systems (BLDP).

In order to serve a growing customer base in Europe, Tesla will open more than 30 new service centers and stores across the continent, the company announced today at the Geneva Motor Show. Tesla will also continue rapidly expanding its Supercharger network, allowing Model S drivers to travel long distances across Europe for free.

The retail, service, and Supercharger expansions come as Tesla dials up its commitment to Europe, which continues to be a priority market for the company.

Morgan Stanley’s Stephen Byrd and team believe Tesla’s big move in batteries could be bad news for utilities. They explain:

Our analysis suggests utility customers may be positioned to eliminate their use of the power grid. Tesla Motors plans to build a “Gigafactory” for battery production on an unheard-of scale. That news, coupled with ongoing cost/efficiency improvements in distributed generation, prompted our state-by-state analysis of potential implications for the utilities.

A transition to off-grid power would benefit Tesla and SunEdison (SUNE). We expect Tesla’s batteries to be cost competitive with the grid in many states, and think investors generally do not appreciate the potential size of the market.

Shares of Tesla have gained 2.4% to $256.48 at 10:41 a.m., while SunEdison has jumped 11% to $20.79, FuelCell Energy has surged 23% to $2.66, Plug Power has spiked 19% to $6.90 and Ballard Power Systems is up a whopping 24% at $5.25.

PIMCO falcons are now turning and turning in the widening gyre with the following assumption: All financial assets are artificially priced if only because the policy rate at the center is artificially low. Historical models of fed funds and other global overnight yields suggest as much as a 2% artificially low yield, even when U.S. tapering is concluded. Importantly, however, these artificial pricings do not lead to the conclusion of current asset“mis”-pricings. As long as artificially low policy rates persist, then artificially high-priced risk assets are not necessarily mispriced. Low returning, yes, but mispriced? Not necessarily.
Now I've critiqued Bill Gross and El-Erian from Pimco since the March 9, 2009 BOTTOM in stocks, while they warned us continually to stay out of stocks...

All the while making up nonsense charts that will support the drivel what they say!

Tuesday, January 26, 2010

PIMCO gets out the Madden telestrator

There you go again!! Bill Gross is going willy nilly with his telestrator. Here's his latest graph "proving" that the world is going to hell.

Their conclusions are eerily parallel to events of the past 12 months and suggest that PIMCO’s New Normal may as well be described as the “time-tested historical reliable.” These examples tend to confirm that banking crises are followed by a deleveraging of the private sector accompanied by a substitution and escalation of government debt, which in turn slows economic growth and (PIMCO’s thesis) lowers returns on investment and financial assets. The most vulnerable countries in 2010 are shown in PIMCO’s chart “The Ring of Fire.” These red zone countries are ones with the potential for public debt to exceed 90% of GDP within a few years’ time, which would slow GDP by 1% or more. The yellow and green areas are considered to be the most conservative and potentially most solvent, with the potential for higher growth.

That's Bill Gross and his Johnny Cash "Ring of Fire chart" So Billy is staying in cash! And he wants you too.

Why doesn't he then, go in stocks? Oh that's right. He says stocks will make just 5% a year!

Ever since Tesla announced its $5 billion battery plant, the market has awoken to the battery stocks. Tesla raised $2 billion in a convertible deal, and another $1 billion from Panasonic-so forward thinkers assume this area has growth.

Plug Power (PLUG 5.82) has been ramping, since it raised $30 million from a single investor in January. It has a market cap of $600 million, and just announced a tripling of its contract with Walmart for fuel cells for forklifts.

Back in January, Plug also announced a lithium-ion battery deal with Fed-Ex so Plug has room for expansion outside of material handling.

Twitter at 53 needs to be bought here. The insider selling that is supposed to have materialized by now, has either been eaten up by Mr. Market, or it has been short into by the same shortsellers, (who probably told you Tesla was a sale at 55--and still haven't covered yet!!) who are waiting for the selling so they can cover their shorts!

Buy it here on the Ukraine dip!!

In other news, Twitter bought this old cabin, and hauled it to Twitter headquarters in San Francisco, to make the new dining room out of reclaimed wood. Twitter is hoping that this will "humanize" the tech company, and maybe help squelch the complaints from those in the city who are complaining about the tax breaks Twitter has gotten.